← ITI Mutual Fund

ITI Banking and Financial Services Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
33
Jul 2026
Equity Holdings
₹373.40 Cr
Equity only, excl. debt & cash
AAUM
₹362.62 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
42.2%
High concentration
Top 10 Weight
61.3%
High concentration
Changes
35
3 new · 4 exits
Top Sector
Banks
55.4% of portfolio
Launch Date
15 Nov 2021
5 years old

AAUM (Average Assets Under Management) of ₹362.62 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month ITI Banking and Financial Services Fund made 3 new additions and exited 4 stocks this month. The biggest new buy was IDFC First Bank Limited (Banks) at 1.56% weight. SBI Life Insurance Company Limited was the biggest exit (Insurance), which was held at 1.98%. Among existing holdings, Bajaj Finance Limited saw the biggest increase — now at 8.09% of the portfolio. State Bank of India was trimmed the most, now at 7.67%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 55.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 56.4% 58.3% +1.9%
Finance 23.5% 25.8% +2.3%
Capital Markets 10.3% 8.5% -1.8%
Insurance 3.2% 3.1% -0.1%
Financial Technology (Fintech) 0.0% 1.8% +1.8%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 58.3% 55.4% -2.9%
Finance 25.8% 31.1% +5.3%
Capital Markets 8.5% 7.5% -1.0%
Financial Technology (Fintech) 1.8% 1.5% -0.2%
Insurance 3.1% 1.1% -2.0%
🟢
Biggest New Buy
IDFC First Bank Limited
1.56% weight · Banks
🔴
Biggest Exit
SBI Life Insurance Company Limited
1.98% was held · Insurance
Biggest Add
Bajaj Finance Limited
+2.80% · now 8.09%
Biggest Trim
State Bank of India
-1.12% · now 7.67%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
L&T Finance Limited 22 funds
L&T Finance Limited
SAMCO ELSS TAX SAVER FUND
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
DSP Mid Cap Fund + more
IDFC First Bank Limited 14 funds
IDFC First Bank Limited
Kotak Nifty Private Bank ETF
Bajaj Finserv BSE Top 10 Banks ETF
Edelweiss BSE Top 10 Bank ETF + more
👋 Other funds also exited
SBI Life Insurance Company Limited 39 funds
SBI Life Insurance Company Limited
Groww Nifty 50 ETF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Mirae Asset Nifty 100 Low Volatility 30 ETF + more
Angel One Limited 31 funds
Angel One Limited
Groww Nifty Capital Markets ETF FOF
Groww Nifty India Internet ETF FOF
SAMCO ELSS TAX SAVER FUND + more
Bandhan Bank Limited 26 funds
Bandhan Bank Limited
Groww Nifty Smallcap250 ETF
Invesco India Transportation and Logistics Fund
ITI Balanced Advantage Fund - Direct Plan - Growth Option + more
The Jammu & Kashmir Bank Limited 9 funds
The Jammu & Kashmir Bank Limited
Groww Nifty Smallcap250 ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option
Groww Multicap Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 4 Exits ↑ 15 Increased ↓ 13 Decreased
#StockSectorWeight (Jul 2026)
1
IDFC First Bank Limited
₹6.02 Cr
Banks 1.56%
2
L&T Finance Limited
₹4.78 Cr
Finance 1.24%
3
SBI Funds Management Limited
₹3.66 Cr
Capital Markets 0.95%
#StockSectorLast Weight (Jun 2026)
1
SBI Life Insurance Company Limited
₹7.56 Cr
Insurance 1.98%
2
Angel One Limited
₹5.87 Cr
Capital Markets 1.54%
3
Bandhan Bank Limited
₹5.61 Cr
Banks 1.47%
4
The Jammu & Kashmir Bank Limited
₹3.43 Cr
Banks 0.90%
#StockSectorJun 2026Jul 2026Change
1
Bajaj Finance Limited
₹31.25 Cr
Finance 5.29% 8.09% +2.80%
2
IIFL Finance Limited
₹8.57 Cr
Finance 1.88% 2.22% +0.34%
3
ICICI Bank Limited
₹43.08 Cr
Banks 10.83% 11.15% +0.32%
4
Ujjivan Small Finance Bank Limited
₹7.28 Cr
Banks 1.57% 1.88% +0.31%
5
Manappuram Finance Limited
₹8.98 Cr
Finance 2.05% 2.32% +0.27%
6
Shriram Finance Limited
₹18.92 Cr
Finance 4.69% 4.90% +0.21%
7
IndusInd Bank Limited
₹6.03 Cr
Banks 1.45% 1.56% +0.11%
8
CreditAccess Grameen Limited
₹6.21 Cr
Finance 1.52% 1.61% +0.09%
9
Five Star Business Finance Limited
₹5.12 Cr
Finance 1.24% 1.33% +0.09%
10
Fusion Finance Ltd
₹5.11 Cr
Finance 1.23% 1.32% +0.09%
#StockSectorJun 2026Jul 2026Change
1
State Bank of India
₹29.65 Cr
Banks 8.79% 7.67% -1.12%
2
Axis Bank Limited
₹27.77 Cr
Banks 7.97% 7.18% -0.79%
3
HDFC Bank Limited
₹31.22 Cr
Banks 8.73% 8.08% -0.65%
4
BSE Limited
₹14.42 Cr
Capital Markets 4.01% 3.73% -0.28%
5
Turtlemint Fintech Solutions Limited
₹5.93 Cr
Financial Technology (Fintech) 1.77% 1.53% -0.24%
6
Multi Commodity Exchange of India Limited
₹6.63 Cr
Capital Markets 1.83% 1.71% -0.12%
7
Kotak Mahindra Bank Limited
₹19.63 Cr
Banks 5.18% 5.08% -0.10%
8
Yes Bank Limited
₹5.17 Cr
Banks 1.44% 1.34% -0.10%
9
City Union Bank Limited
₹5.65 Cr
Banks 1.50% 1.46% -0.04%
10
DCB Bank Limited
₹7.50 Cr
Banks 1.96% 1.94% -0.02%

What Stocks Does This Fund Hold?

33 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹43.08 Cr
Banks
11.15%
2
₹31.25 Cr
Finance
8.09%
3
₹31.22 Cr
Banks
8.08%
4
₹29.65 Cr
Banks
7.67%
5
₹27.77 Cr
Banks
7.18%
6
₹19.63 Cr
Banks
5.08%
7
₹18.92 Cr
Finance
4.90%
8
₹14.42 Cr
Capital Markets
3.73%
9
₹12.10 Cr
Finance
3.13%
10
₹8.98 Cr
Finance
2.32%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 ITI Mutual Fund — Portfolio & Holdings
See all funds managed by ITI Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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